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Oracle

2,042 hedge funds and large institutions have $93.1B invested in Oracle in 2021 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 783 increasing their positions, 790 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 110

23% more call options, than puts

Call options by funds: $1.46B | Put options by funds: $1.19B

2% more funds holding

Funds holding: 1,9982,042 (+44)

3% more capital invested

Capital invested by funds: $90.3B → $93.1B (+$2.82B)

0% more funds holding in top 10

Funds holding in top 10: 5858 (0)

0.45% less ownership

Funds ownership: 46.75%46.31% (-0.45%)

1% less repeat investments, than reductions

Existing positions increased: 783 | Existing positions reduced: 790

Holders
2,042
Holders Change
+44
Holders Change %
+2.2%
% of All Funds
35.86%
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.02%
New
175
Increased
783
Reduced
790
Closed
110
Calls
$1.46B
Puts
$1.19B
Net Calls
+$270M
Net Calls Change
+$375M
Name Holding Trade Value Shares
Change
Change in
Stake
GJIC
976
Gamble Jones Investment Counsel
California
$1.4M
NSAM
977
North Star Asset Management
Wisconsin
$1.38M -$73.8K -1,140 -5%
SMH
978
Sanders Morris Harris
Texas
$1.38M +$9.71K +150 +0.8%
SJL
979
Shayne & Jacobs LLC
Tennessee
$1.38M
BP
980
Ballentine Partners
Massachusetts
$1.36M -$194 -3 -0%
NME
981
Notis-McConarty Edward
$1.36M -$90.6K -1,400 -7%
RBFC
982
Roman Butler Fullerton & Co
Missouri
$1.36M +$2.14K +33 +0.2%
AIL
983
AGF Investments LLC
Ontario, Canada
$1.36M -$376K -5,800 -23%
PWM
984
PBMares Wealth Management
Virginia
$1.35M
RE
985
RBC Europe
United Kingdom
$1.35M -$119K -1,834 -9%
QVT
986
Quantitative Value Technologies
Kansas
$1.34M +$1.24M +19,159 New
PPSG
987
Princeton Portfolio Strategies Group
New Jersey
$1.34M +$109K +1,685 +10%
TAM
988
Trillium Asset Management
Massachusetts
$1.34M -$11.9K -184 -1%
NL
989
NWAM LLC
Washington
$1.34M +$159K +2,460 +15%
GI
990
GAMCO Investors
Connecticut
$1.34M +$644K +9,945 +109%
SB
991
Sunflower Bank
Texas
$1.34M +$15.3K +237 +1%
CIA
992
Choate Investment Advisors
Massachusetts
$1.32M +$115K +1,779 +10%
WP
993
WMS Partners
Maryland
$1.32M -$156K -2,409 -11%
KPW
994
Kore Private Wealth
New York
$1.31M +$25.7K +397 +2%
BCM
995
Beddow Capital Management
Wyoming
$1.31M +$1.21M +18,700 New
SBSB
996
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.31M -$77.9K -1,203 -6%
DWT
997
Dorsey & Whitney Trust
South Dakota
$1.31M -$54.9K -848 -4%
LT
998
Lindsell Train
United Kingdom
$1.3M
MC
999
Martin & Co
Tennessee
$1.3M -$43.2K -667 -3%
AFA
1000
Abacus FCF Advisors
Florida
$1.3M +$1.2M +18,551 New

ORCL Hedge Fund Activity: Q1 2021 in Review

2,042 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2021, worth a combined $93.1B — up 3.1% from $90.3B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new ORCL positions and 110 closed out — a net gain of 65 holders — while 783 added to existing stakes and 790 trimmed.

The largest buyer was American Century Companies, adding an estimated $346M. The largest seller was Vanguard Group, cutting an estimated $482M.

  • 2,042 institutional investors held Oracle (ORCL) as of Q1 2021, up from 1,998 in Q4 2020.
  • Funds reported $93.1B of Oracle stock for Q1 2021, up 3.1% quarter-over-quarter.
  • 175 funds opened new Oracle positions in Q1 2021 and 110 closed out, a net change of +65 holders.
  • The largest Oracle buyer in Q1 2021 was American Century Companies, an estimated $346M added.
  • The largest Oracle seller in Q1 2021 was Vanguard Group, an estimated $482M sold.

Based on aggregated 13F filings for Q1 2021.